CAPTRUST Financial Advisors’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.66M | Buy |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.85M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $2.78M | Buy |
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|
2021
Q3 | $3.86M | Buy |
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|
2021
Q2 | $3.63M | Buy |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $742K | Sell |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $566K | Buy |
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|
2019
Q3 | $63K | Buy |
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|
2019
Q2 | $57K | Sell |
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|
2019
Q1 | $59K | Buy |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $178K | Buy |
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|
2018
Q1 | $116K | Buy |
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|
2017
Q4 | $77K | Buy |
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